This is a presentation given by the Office of Scholarly Communication Services to the UC Berkeley Library's Collection Services Council. 1 June 2021

1. Photo by Susan Gold on Unsplash
Update:
Open Access resource
investment at
UCB Library
June 1, 2021
Photo by James Sullivan on Unsplash

2. Photo by Susan Gold on Unsplash
Implementation goals
1. Accurately reflects Library priorities
2. Easy process for Selectors
3. Clear how CDLG is involved
Photo by Nick Fewings on Unsplash

3. OA Investment Criteria
Impact
● specific positive disciplinary
impact
● provide indicators of faculty
impact and/or student
success
● provides or improves
access to unique content
or services not otherwise
available
Sustainability & governance
● contribute to sustainability of an
important project/initiative
● mission-driven to serve scholarly
researchers and/or the public interest
● commitment to advancing social justice
and diversity
● Not-for-profit
● demonstrates operational and financial
stability, or has a plan to do so
● provides disclosure and transparency in
finances and governance
● open access to content/data/software
under open licenses
● meets or exceeds relevant technical
standards
UCB focused
● supports UCB mission and
Library strategic priorities and
values
● endorsed or led by academic
community members,
especially UCB scholars
● supports/promotes reputation &
visibility of UCB scholarship
● reduce access barriers to the
UCB community
● reduce financial barriers, with
savings passed on to UCB
community
● meets or exceeds existing UCB
infrastructure requirements

4. Photo by Susan Gold on Unsplash
● Vendor: Fills out
criteria-responsive
questionnaire.
● Selector: Maps vendor
responses to how well they
satisfy criteria, using
spreadsheet with indicators.
Writes recommendation.
Basic process & tools

7. Photo by Susan Gold on Unsplash
Two review paths
● Low threshold: <$5000
● High threshold: >$5000
Photo by Sahand Hoseini on Unsplash

8. Selector Librarian
gets request for
funding from
vendor, project, etc.
Selector uses questionnaire
answers to complete OA
criteria spreadsheet, produce
1 paragraph blurb
recommendation whether to
fund or not
Passes
review?
Yes
No
Low threshold: <$5000
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
1
2
4
3
5

9. Selector Librarian
gets request for
funding from
vendor, project, etc.
Selector uses questionnaire
answers to complete OA
criteria spreadsheet, produce
1 paragraph blurb
recommendation whether to
fund or not
Passes
review?
Yes
No
Low threshold: <$5000
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
1
2
4
3
5

10. Selector Librarian
gets request for
funding from
vendor, project, etc.
Selector uses questionnaire
answers to complete OA
criteria spreadsheet, produce
1 paragraph blurb
recommendation whether to
fund or not
Passes
review?
Yes
No
Low threshold: <$5000
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
1
2
4
3
5

11. Selector Librarian
gets request for
funding from
vendor, project, etc.
Selector uses questionnaire
answers to complete OA
criteria spreadsheet, produce
1 paragraph blurb
recommendation whether to
fund or not
Passes
review?
Yes
No
Low threshold: <$5000
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
1
2
4
3
5

12. Selector Librarian
gets request for
funding from
vendor, project, etc.
Selector uses questionnaire
answers to complete OA
criteria spreadsheet, produce
1 paragraph blurb
recommendation whether to
fund or not
Passes
review?
Yes
No
Low threshold: <$5000
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
1
2
4
3
5

13. Selector Librarian
gets request for
funding from vendor,
project, etc.
Selector fills out OA
funding intake form
Selector uses questionnaire
answers to complete OA
criteria spreadsheet,
produce memo summary
recommendation to fund or
not
CDLG
gives ok
to review
Yes
No
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
High threshold: >$5000
Passes
review?
CDLG
decision?
Yes
No
1
2
3
4 5
6
7

14. Selector Librarian
gets request for
funding from vendor,
project, etc.
Selector fills out OA
funding intake form
Selector uses questionnaire
answers to complete OA
criteria spreadsheet,
produce memo summary
recommendation to fund or
not
CDLG
gives ok
to review
Yes
No
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
High threshold: >$5000
Passes
review?
CDLG
decision?
Yes
No
1
2
3
4 5
6
7

16. Selector Librarian
gets request for
funding from vendor,
project, etc.
Selector fills out OA
funding intake form
Selector uses questionnaire
answers to complete OA
criteria spreadsheet,
produce memo summary
recommendation to fund or
not
CDLG
gives ok
to review
Yes
No
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
High threshold: >$5000
Passes
review?
CDLG
decision?
Yes
No
1
2
3
4 5
6
7

17. Selector Librarian
gets request for
funding from vendor,
project, etc.
Selector fills out OA
funding intake form
Selector uses questionnaire
answers to complete OA
criteria spreadsheet,
produce memo summary
recommendation to fund or
not
CDLG
gives ok
to review
Yes
No
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
High threshold: >$5000
Passes
review?
CDLG
decision?
Yes
No
1
2
3
4 5
6
7

18. Selector Librarian
gets request for
funding from vendor,
project, etc.
Selector fills out OA
funding intake form
Selector uses questionnaire
answers to complete OA
criteria spreadsheet,
produce memo summary
recommendation to fund or
not
CDLG
gives ok
to review
Yes
No
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
High threshold: >$5000
Passes
review?
CDLG
decision?
Yes
No
1
2
3
4 5
6
7

19. Selector Librarian
gets request for
funding from vendor,
project, etc.
Selector fills out OA
funding intake form
Selector uses questionnaire
answers to complete OA
criteria spreadsheet,
produce memo summary
recommendation to fund or
not
CDLG
gives ok
to review
Yes
No
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
High threshold: >$5000
Passes
review?
CDLG
decision?
Yes
No
1
2
3
4 5
6
7

21. Selector Librarian
gets request for
funding from vendor,
project, etc.
Selector fills out OA
funding intake form
Selector uses questionnaire
answers to complete OA
criteria spreadsheet,
produce memo summary
recommendation to fund or
not
CDLG
gives ok
to review
Yes
No
Selector sends
questionnaire to vendor;
vendor completes survey
with answers relevant to
their resource/product
Selector is in contact
with vendor if more
information needed
High threshold: >$5000
Passes
review?
CDLG
decision?
Yes
No
1
2
3
4 5
6
7

22. Photo by Susan Gold on Unsplash
● Luminos
● University of Michigan Press
eBook Collection
● More to come
Kicking the tires
Photo by Robert Laursoo on Unsplash

23. Photo by Susan Gold on Unsplash
Things yet to organize
1. Setting up documentation
2. Selector training
Photo by Edgar Chaparro on Unsplash